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Client 1st Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Client 1st Advisory Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,430
Closed -$241K – 137
2025
Q2 		$241K Hold
2,430
– – 0.09% 114
2025
Q1 		$240K Sell
2,430
-4,691
-66% -$459K 0.09% 116
2024
Q4 		$690K Buy
7,121
+4,691
+193% +$462K 0.27% 48
2024
Q3 		$246K Sell
2,430
-25
-1% -$2.49K 0.1% 110
2024
Q2 		$238K Hold
2,455
– – 0.1% 101
2024
Q1 		$240K Hold
2,455
– – 0.11% 102
2023
Q4 		$244K Sell
2,455
-565
-19% -$53.8K 0.12% 95
2023
Q3 		$284K Sell
3,020
-626
-17% -$60.3K 0.15% 79
2023
Q2 		$357K Sell
3,646
-753
-17% -$74.4K 0.19% 68
2023
Q1 		$438K Buy
4,399
+866
+25% +$85.6K 0.24% 55
2022
Q4 		$343K Buy
+3,533
New +$342K 0.2% 57

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Client 1st Advisory Group's AGG Position: Q3 2025 in Review

Client 1st Advisory Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,430 shares — an estimated $241K sold.

Client 1st Advisory Group first reported a position in AGG in Q4 2022 and held it in 11 quarters. The position peaked at $690K in Q4 2024. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Client 1st Advisory Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 2,430 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $241K.
  • Client 1st Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 11 quarters.
  • Client 1st Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $690K in Q4 2024.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Client 1st Advisory Group's 13F filing for Q3 2025, filed 17 Oct 2025.